Life insurance Sales Executive

Fintelligent Search; Sale; On-site; GBP 30,000 - 65,000; Full time

Benefits offered by this job

Starting salary + commission

Salary progression £55k-£65k

No weekend work

Funded Ro5 qualification

Profit-sharing scheme

Job summary

Fintelligent Search Ltd in Sale is seeking a proactive Protection Adviser to convert inbound life insurance leads into committed policies. You will be trained and supported to develop into a Protection Adviser, with an eventual move into business protection and six‑figure earnings potential.

Initial responsibilities include speaking with enquirers, conducting fact-finds, and recommending suitable policies. No prior life insurance experience is required, and progression is tied to performance and

Qualifications

• Two years of B2C sales experience or track record of closing.
• Protection or insurance experience welcome but not essential.
• Confident building trust through detailed, consultative telephone conversations.
• Ability to manage multiple customers and follow-ups in a fast-paced environment.

Responsibilities

• Speak with customers who have actively enquired about life insurance and protection.
• Conduct detailed fact-finds to understand circumstances, needs and priorities.
• Recommend suitable protection policies from a panel of insurers.
• Explain recommendations clearly and guide customers through applications.
• Build and manage your pipeline, keeping customers informed throughout.
• Achieve sales and conversion targets while maintaining high compliance standards.
• Develop your technical knowledge through coaching and training.

Skills

B2C sales

Closing deals

Relationship building

Coachable

Target driven

Education

Ro5 qualification

Tools

CRM software

Job description

£30,000 starting salary + commission | £55,000–£65,000 once established | Pathway to £100k+ in Business Protection | Sale

Bring your sales talent. Get quality inbound leads, expert training and a route to six-figure earnings in business protection.

You don’t need previous life insurance experience. This established protection brokerage is looking for proven salespeople who can build relationships, close business and put customers first with structured training to develop you into a Protection Adviser. Beyond personal protection, there’s a route into business protection, offering £40,000–£45,000 basic salaries and £100,000+ earning potential. Progression depends on performance, technical development and accreditation, but with more business protection enquiries than the team can currently handle, there’s a genuine opportunity to work towards.

Package & Benefits

• Starting salary of £30,000, plus commission, with £55,000–£65,000 total earnings once established.
• Ability to start with increased salary for those with Ro5 qualification.
• Potential salary progression into senior protection roles at £32,000–£35,000, linked to qualifications and development.
• Funded R05 qualification opportunities following probation, with a salary increase on completion.
• Employee ownership profit-sharing scheme, subject to scheme terms and business performance.
• No weekend working and early Friday finishes.
• Personalised training, supported accreditation and ongoing coaching.
• Career routes into business protection, team leadership and management—all current managers have progressed internally.

About the Company

This established brokerage combines a close-knit culture with high standards of customer care and advice. The leads are a major draw. You won’t be working through a database of enquiries from months or years ago. Customers have actively sought help through the business’s online presence and referral relationships.

You’ll also benefit from a purpose-built CRM, dedicated administration support and an experienced learning and development team. Expect approachable managers, room for a laugh and the freedom to get on with your work as your competency develops. Support is there when you need it, without unnecessary micromanagement. Recent starters have praised the smaller training groups and individual attention, with one describing it as the best training they’d received in more than ten years in sales.

Key Responsibilities

• Speak with customers who have actively enquired about life insurance and protection.
• Conduct detailed fact-finds to understand their circumstances, needs and priorities.
• Recommend suitable protection policies from a panel of insurers.
• Explain recommendations clearly and guide customers through their applications.
• Build and manage your pipeline, keeping customers informed throughout.
• Achieve sales and conversion targets while maintaining high compliance standards.
• Develop your technical knowledge through coaching, training and call feedback.

About You

• Around two years’ B2C sales experience, with a track record of closing business.
• Protection or insurance experience is welcome, but not essential.
• Confident building trust through detailed, consultative telephone conversations.
• Comfortable managing multiple customers and follow-ups in a fast-paced environment.
• Ambitious, accountable and open to coaching.
• Looking for a long-term career move, with clear reasons behind previous job changes.

Bring your sales ability - we’ll invest in the rest. With tailored training, quality inbound enquiries and hands‑on support, you’ll build your expertise, pipeline and earning potential with further progression available as you develop.